Institutional Ownership Wex Inc. (WEX)
This table provides information about the institutional ownership of Wex Inc. (WEX). We have compiled data on the 479 institutions that hold shares in the stock, with a total of 40.5 Million shares, which have been reported (via 13F filing form) to have a value of $5.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
2,495
shares
|
$347,827
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wilkinson Global Asset Management LLC
|
May 01, 2025 Q1 2025 |
2,450
shares
|
$341,554
0.02% of portfolio
|
Q1 2021
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
2,420
shares
|
$337,372
0.01% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,420
shares
|
$337,372
0.0% of portfolio
|
Q1 2025
Added 69.82%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
May 15, 2025 Q1 2025 |
2,398
shares
|
$334,305
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
2,383
shares
|
$332,214
0.02% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
2,193
shares
|
$305,726
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
2,126
shares
|
$296,385
0.01% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
2,107
shares
|
$293,736
0.05% of portfolio
|
Q1 2025
Added 67.36%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
2,100
shares
|
$292,761
0.0% of portfolio
|
Q1 2025
Reduced 67.8%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
2,099
shares
|
$292,621
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Apr 15, 2025 Q1 2025 |
2,053
shares
|
$286,208
0.1% of portfolio
|
Q1 2025
Added 54.36%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
2,025
shares
|
$282,305
0.0% of portfolio
|
Q1 2025
Reduced 7.87%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,019
shares
|
$281,468
0.01% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
2,006
shares
|
$279,656
0.01% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Boit C F David
Boston, MA |
Apr 08, 2025 Q1 2025 |
2,000
shares
|
$278,820
0.16% of portfolio
|
Q1 2025
Reduced 14.53%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
1,987
shares
|
$277,007
0.04% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
1,955
shares
|
$272,546
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
1,852
shares
|
$258,187
0.01% of portfolio
|
Q1 2025
Reduced 12.48%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,841
shares
|
$256,653
0.0% of portfolio
|
Q3 2023
Added 43.94%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,819
shares
|
$253,586
0.11% of portfolio
|
Q4 2021
Reduced 3.5%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,800
shares
|
$250,938
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,795
shares
|
$250,240
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
1,787
shares
|
$249,125
0.0% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
1,776
shares
|
$247,592
0.0% of portfolio
|
Q1 2025
New holding
|